Coastwise Capital Group | Financial Planning | La jolla

Call us today: (858) 454-6670

With intelligence and integrity we protect and grow the financial assets of individuals, families, and institutional investors worldwide, giving them the freedom to live richer, more fulfilling lives.

WHY COASTWISE?

Coastwise Capital Group is a high-end, award winning independent money management firm, offering investment services and expertise to affluent individuals, families, and institutions.

Coastwise offers customized portfolios which are carefully tailored to meet the current and evolving needs of each of our clients.

OUR SERVICE OFFERINGS

Financial Planning

We take a comprehensive, financial planning-led approach to investment management. We put together all the pieces to create a plan that is custom-built for you, addressing all aspects of your financial life.

Portfolio Management

We create each portfolio carefully tailored to meet the current and evolving financial objectives of each client.

Financial Consulting

We bring decades of experience covering the entire business process, from company formation to business planning to capital raising to preparing for and executing liquidity events.

Options Strategies

We possess extensive and unique expertise with using sophisticated options trading techniques.

MEET THE TEAM

SCOTT KYLE
CHIEF EXECUTIVE OFFICER
CHIEF INVESTMENT OFFICER

brad saenz financial

BRAD SAENZ
CHIEF OPERATIONS OFFICER
FINANCIAL ADVISOR

Laurie Itkin financial

LAURIE ITKIN
FINANCIAL ADVISOR
PORTFOLIO MANAGER

PATRICK FISCHER
FINANCIAL ADVISOR
PORTFOLIO MANAGER

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TRYSTAN CLEAVER
EXECUTIVE ASSISTANT

RECENT NEWSLETTERS

2021 recap: Lessons (Re) Learned

Dec 21, 2021
5 min

2021 recap: Lessons (Re) Learned

Each year the stock market brings new events, challenges, and opportunities, but the underlying themes and fundamentals are often very...

CW November Newsletter: What the Fed!

Nov 23, 2021
3 min

CW November Newsletter: What the Fed!

What the Fed! Day after day for weeks, months, financial analysts and pundits debated mightily what the Fed would say about tapering and...

CW Newsletter October, 2021

Oct 28, 2021
5 min

CW Newsletter October, 2021

Bring Out Your Dead: The Shock of Anticipated Events There is a great scene in the classic movie Monty Python and The Holy Grail...

OUR ADDRESS

7777 Fay Ave., Suite G5

La Jolla, CA, 92037

Email: [email protected]
Tel: (858) 454-6670

FAX: (858) 454-6695

For any general inquiries, please fill in the following contact form:

To get a FREE Portfolio Review click here.

CONTACT

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